Need to close this account online . However, there are stocks that can not be transferred online in CDSL. Hence, please send me DIS copy online and help me close this account.
@Ushnota - could you please look into this. Thanks
@APURBA_43899232 - Have passed on your Ticket ID to the relevant team to check.
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@APURBA_43899232 - This is resolved. Please check, thanks.
Hello @Ushnota - the ticket has been closed but the account is still open and I see a negative balance of 472 something. Could you please help on this why? Thanks
@APURBA_43899232 - This is to inform you that since you are currently outside India, the account closure cannot be completed online from your system. You will need to use the offline Transfer-cum-Closure process to transfer your holdings to another demat account.
Please refer to the help article below for detailed instructions:
How can I do Transfer cum Closure at Upstox?
Required documents:
Duly filled and signed Account Closure Form
Client Master Report (CMR) from the broker where you intend to transfer your shares
Self-attested copy of your PAN card
Courier address:
Harishchandra Sawant (Upstox)
30th Floor, Sunshine Tower
Senapati Bapat Marg
Dadar (West), Mumbai ā 400013
Once we receive the documents, your request will be processed accordingly.
Thanks!
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Hello @Ushnota - I appreciate your response and understand the said process. I have gone through similar situation with another broker before (closure cum transfer ) and they assisted me with whole process totally online. What is stopping Upstox doing that?
All documents can be scanned and sent over. When upstox can open accounts digitally while not allow closing them digitally?
I am just trying to stay compliant with my residential status and laws that says not to keep resident account.
Hope, I am able to express the concern.
@APURBA_43899232 - You can share the closure cum transfer form from your registered email ID and we will initiate the closure for now.
However, please note, that the holding present in your account is of an inactive ISIN and transfer will be initiated only when the ISIN gets active.
Could you please share the form or link where can I get that form?
@APURBA_43899232 - Here - https://marketing-creative-and-docs.s3.ap-south-1.amazonaws.com/Annexure+10.1.pdf
Hello @Ushnota - Thanks for the link. I did send it to support team onTue, Mar 17 ,however, seems that still they are unable to proceed towards closure. Could you please assist here?
@APURBA_43899232 - Please share the ticket ID on which you have submitted the form since I canāt see anything shared on Ticket ID 17251.
Hello @Ushnota , Here is the ticket ref from email subject - [#17251] 127260/ 1098557370289786. I repied on Mar 17 with the form attached Let me know if you want me to resend this to support or any other email id. Thanks